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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,424 | $104,953-98.6% | $84,637-98.3% | $152,909-99.1% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.5%-15.8pp |
| Annual return | 53.00% | 373.94%-320.9pp | 258.82%-205.8pp | 345.46%-292.5pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,477 | $4,691-68.5% | $3,900-62.1% | $5,851-74.8% |
| Admin fee / account holder | $0 | $6,244-100.0% | $4,914-100.0% | $11,601-100.0% |